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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,782 | $91,695-58.8% | $67,575-44.1% | $77,736-51.4% |
| Participation rate | 98.2% | 76.0%+22.2pp | 72.9%+25.3pp | 70.6%+27.6pp |
| Annual return | 11.50% | 14.88%-3.4pp | 3528.98%-3517.5pp | 31.26%-19.8pp |
| Employer contribution / active EE | $1,231 | $3,189-61.4% | $2,736-55.0% | $2,728-54.9% |
| Participant deferral / active EE | $1,735 | $3,912-55.7% | $4,003-56.7% | $4,651-62.7% |
| Admin fee / account holder | $0 | $245-99.9% | $3,993-100.0% | $433-99.9% |